IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,979
New
Increased
Reduced
Closed

Top Buys

1 +$35.7M
2 +$28.1M
3 +$20.3M
4
PG icon
Procter & Gamble
PG
+$19.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.48%
2 Healthcare 7.37%
3 Consumer Staples 6.4%
4 Technology 6.09%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$0 ﹤0.01%
+33
3902
0
3903
$0 ﹤0.01%
+16
3904
$0 ﹤0.01%
+6
3905
$0 ﹤0.01%
+1,700
3906
$0 ﹤0.01%
+4
3907
0
3908
$0 ﹤0.01%
+2
3909
$0 ﹤0.01%
+16
3910
$0 ﹤0.01%
+45
3911
$0 ﹤0.01%
+1
3912
$0 ﹤0.01%
+34
3913
$0 ﹤0.01%
+175
3914
$0 ﹤0.01%
+4
3915
$0 ﹤0.01%
+21
3916
$0 ﹤0.01%
+2
3917
0
3918
$0 ﹤0.01%
+33
3919
$0 ﹤0.01%
+40
3920
$0 ﹤0.01%
+104
3921
$0 ﹤0.01%
+5
3922
$0 ﹤0.01%
+170
3923
$0 ﹤0.01%
+10
3924
$0 ﹤0.01%
+8
3925
$0 ﹤0.01%
+4